Senior Financial Planner: High-Value Client Solutions

mbf.; St Albans; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in the UK is seeking a Chartered Financial Planner to join their team. This role involves managing and developing high-value client relationships and delivering personalized financial planning solutions. The ideal candidate will possess strong client relationship management and business development skills. This position offers flexibility in location, allowing for home working or from regional offices, along with opportunities for professional development and growth.

Qualifications

• High level of expertise in financial planning, especially in complex situations.
• Ability to manage high-value client relationships effectively.
• Strong business development skills to identify new opportunities.

Responsibilities

• Manage and develop a portfolio of high-value client relationships.
• Deliver personalized financial planning solutions.
• Anticipate and respond effectively to client needs.
• Identify and generate new business opportunities.

Skills

Chartered Financial Planner (CII)

Client relationship management

Business development

Financial planning solutions

Job description

A leading financial planning firm in the UK is seeking a Chartered Financial Planner to join their team. This role involves managing and developing high-value client relationships and delivering personalized financial planning solutions. The ideal candidate will possess strong client relationship management and business development skills. This position offers flexibility in location, allowing for home working or from regional offices, along with opportunities for professional development and growth.